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Cisco Webex - Create PDF, Word, Excel Documents
Cisco Webex can connect with Documentero to turn team conversations and shared files into ready-to-use documents. You can trigger document creation directly from Webex messages, rooms, or attachments without leaving the platform. This helps teams quickly produce reports, contracts, or summaries based on real-time collaboration. With automation tools like Zapier, Make, or Power Automate, the integration fits into existing workflows with ease.
Cisco Webex
Documentero
Triggers
Watch Attachment Actions — Triggers when an attachment card is submitted.
Watch Events — Triggers by all events from attachment actions, memberships, messages and rooms.
Watch Memberships — Triggers when memberships are added, updated or deleted.
Watch Messages — Triggers when messages are added or deleted.
Watch Rooms — Triggers when rooms are added or updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Cisco Webex using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Cisco Webex using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Webex chat discussions
Create structured .docx documents from Webex room updates
Export Webex meeting attachments into formatted contracts
Generate onboarding documents when new Webex members are added
Build project status reports from Webex message activity
Turn Webex event logs into .xlsx tracking sheets
Create policy documents from Webex compliance discussions
Produce incident reports from Webex security alerts
Generate client-ready proposals from Webex shared files
Convert Webex collaboration notes into formal meeting minutes
How you can use Cisco Webex + Documentero
Meeting Notes to PDF
Automatically generate a PDF summary from Webex meeting notes and share it with the team.
Contract Drafts from Attachments
When a contract file is uploaded in a Webex room, create a formatted .docx draft in Documentero.
Project Status Reports
Turn Webex message updates into a structured project status report in .docx or .pdf.
Team Onboarding Documents
When a new member joins a Webex space, generate a personalized onboarding guide using Documentero templates.
Incident Log Reports
Convert Webex incident discussions into a timestamped incident log in .xlsx format.
Setup Guides
Zapier Tutorial: Integrate Cisco Webex with Documentero
- Create a new Zap in Zapier.
- Add Cisco Webex to the zap and choose one of the triggers (Watch Attachment Actions, Watch Events, Watch Memberships). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Cisco Webex trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Cisco Webex with Documentero
- Create a new scenario in Make.
- Add Cisco Webex to the scenario and choose one of the triggers (Watch Attachment Actions, Watch Events, Watch Memberships). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Cisco Webex trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Cisco Webex with Documentero
- Create a new workflow in n8n.
- Add Cisco Webex to the workflow and choose one of the triggers (Watch Attachment Actions, Watch Events, Watch Memberships). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In n8n: Add Documentero as the next step and connect it using your API key.
- In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Cisco Webex trigger.
- Execute (or activate) your workflow and verify the output.
Power Automate Tutorial: Integrate Cisco Webex with Documentero
- Create a new flow in Power Automate.
- Add Cisco Webex to the flow and choose one of the triggers (Watch Attachment Actions, Watch Events, Watch Memberships). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Cisco Webex trigger.
- Test and save your flow.
